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CONTACT INFORMATION
FUND BACKGROUND The Fanny Holt Ames and Edna Louise Holt Fund (the Holt Fund) was created at Edna Louise Holt’s instructions,
and established in 2000, with Bank of America as the Trustee. The Fund’s objective is to meet the medical needs
of Grafton, Vermont and surrounding towns with primary consideration given to Grace Cottage Hospital. The
Trustee has contracted with Health Resources in Action to support the charitable purpose of the Holt Fund.
To date, the Holt Fund has invested more than $17.5 million in programs to improve community health outcomes
in Grafton, Vermont and surrounding towns. For additional information about the Holt Fund and a list of programs
funded, visit: https://hria.org/projects/fanny-holt-ames-edna-louise- holt-fund/.
MISSION AND GUIDING PRINCIPLES
The Holt Fund focuses its funding and resources on meeting the medical needs of individuals who live in Grafton,
Vermont and surrounding towns, with priority for those with limited access to health resources.
As guiding principles, the Holt Fund:
• Awards grants on a competitive basis to nonprofit 501(c)3 public charities as defined by the Internal
Revenue Service Code
• Makes grant decisions based upon the needs of the communities, recognizing that needs evolve over
time
• Focuses its resources on programs and organizations that will have a positive and lasting impact on the
largest number of people
FANNY HOLT AMES AND EDNA LOUISE HOLT FUND Bank of America, N.A., Trustee
2020-2021 Guidelines and Application Tips
Jennifer Lee and Emily Lawson
Health Resources in Action
617.279.2264
Dian Quinn, Trustee
Philanthropic Solutions Group
Bank of America Private Bank
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PROGRAM OVERVIEW
For the purpose of the Holt Fund, the term “medical needs” encompasses a broad range of activities including
but not limited to: the provision of chronic, acute and long-term care services; diagnostic screening; emergency
medical services; community-based prevention and health promotion activities; treatment; and health
education efforts.
The Holt Fund makes grants on an annual basis to support programs and organizations that: seek to address
health disparities within the Holt service area; improve access to care, particularly for vulnerable populations;
and focus on prevention, health education, intervention, treatment, evaluation, and a personalized approach to
care. In addition, the Holt Fund supports grants to build the organizational capacity of individual agencies or
collaboratives that better provide health and medical services within the Holt catchment area.
The Holt Fund will consider applications from nonprofit organizations that are located in, or provide the majority
of the services for which they are seeking support, to individuals in one or more towns in the catchment area.
Applicants may include: community-based organizations, healthcare providers, local governments, school
systems, faith communities, and other nonprofit 501(c)3 public charities.
For the program year 2019-2020 the Fund will make grants in two categories:
Small Grants – Applicants may apply for single-year grants of up to $15,000 for discrete projects or
programmatic expenses. Applicants must complete the parts of the online application required for small
grants.
Large Grants – Applicants may apply for single- or multi-year requests (up to three years) larger than
$15,000 for program or project support, operating expenses (for organizations with annual budgets less
than $1 million), or capital support.
Information regarding prior successful applications, including grant size, may be accessed here
https://hria.org/projects/fanny-holt-ames-edna-louise-holt-fund
Applicants may submit one application per funding cycle. Exceptions may be made for organizations acting in
the role of fiscal agent. Please contact the Holt Fund for more details.
In addition to the above, standard grantmaking process, the Holt Fund is accepting proposals for projects related
to housing as a social determinant of health. Please refer to our website for more information or contact
USE OF GRANT FUNDS
As a condition for accepting grant monies, grantees must provide annual programmatic and financial reports
detailing the use of the funds and documenting the impact achieved by their use; participate in a site visit at the
request of the Trustee; and participate in periodic meetings of grantees. Receipt of second and third year
funding for multi-year grants will be dependent on the submission of annual programmatic and financial
reports. Report outlines may be found at: https://hria.org/projects/fanny-holt-ames-edna-louise-holt-fund/
Funds may not be used to build endowments, fund operating deficits, or initiate or influence legislation.
Requests greater than 25% of an organization's operating budget will typically not be considered. No grants will
be made to individuals.
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SELECTION CRITERIA Applications to the Fanny Holt Ames and Edna Louise Holt Fund will be reviewed based on the following
criteria for all grant categories:
• Adherence to the mission of the Holt Fund
• Significance of need
• Evidence that methodology or approach is feasible and appropriate to the proposal’s aims
• Ability of applicant to measure impact of grant funds on proposed need
• Evidence that the outcomes are well-conceived, realistic and measurable
• Ability of applicant to demonstrate sufficient experience and capacity to conduct program/project
• Use of collaborative approach(es) where appropriate
In addition, Large Grant requests will also be reviewed on the following criteria:
• Likelihood that the proposed program/project will have a lasting impact on the need
• Ability of the applicant to sustain the program/project once Holt funding ends
GEOGRAPHIC CATCHMENT AREA The Holt Fund’s objective is to meet the medical needs of Grafton, Vermont and surrounding towns, including:
• Andover
• Athens
• Brookline
• Chester
• Grafton
• Jamaica
• Londonderry
• Rockingham
• Springfield
• Townshend
• Westminster
• Weston
• Windham
APPLICATION PROCESS ALL applications must be submitted online using the following links:
Begin a NEW application:
https://www.GrantRequest.com/SID_2364?SA=SNA&FID=35204
Go to your Account Page to return to a SAVED application:
https://www.GrantRequest.com/SID_2364?SA=AM
Applications will be acknowledged via email within a week of receipt.
To apply for a grant from the Holt Fund, applicants must submit an online application including the following:
Organization Information
• Tax Identification Number: Applicants must enter the tax identification number of the nonprofit
institution or organization that is overseeing the project or the fiscal sponsor of the project.
• Organization to Lead Proposed Project: If different from organization overseeing project.
• Organization CEO Contact Information: Complete requested fields for contact information for
organization’s CEO, or equivalent.
• Mission of Organization: State the mission of organization overseeing the project or the fiscal sponsor
of the project. (100 word limit)
• Organization’s Operating Deficit: If this organization experienced a deficit in either of the past two
years, state the amount and provide an explanation, including whether it was a planned deficit. (200
word limit)
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Program Information
• Program Primary Contact Information: Complete requested fields for contact information for
program’s primary contact.
• Mission of Organization to Lead Proposed Project: If different from organization overseeing project.
(100 word limit)
Proposal Information
• Title of Program/Project
• Type of Support Requested: Select the type of support requested (small or large grant)
• Brief Program/Project Description: Provide a brief description of the proposed program or project.
(150 word limit)
• Target Population: Select the population impacted by the proposed program/project.
• Health Issue Area: Select the health area(s) that applies to the proposed program/project.
• Geographic Area Focus: Select the communities served by the proposed program/project.
• Estimated Number of Individuals in Target Population to be Served by this Program/Project:
o Number of Individuals to be Served who Live IN the Holt Catchment Area
o Number of Individuals to be Served who Live OUTSIDE of the Holt Catchment Area
• History and Experience: Provide a brief summary of the lead organization’s history and experience in
providing community-based programs. (200 word limit)
• Purpose: Describe the medical need(s) being addressed and your organization’s unique role in
meeting the need(s), including anything that would distinguish your organization from others providing
similar services in the communities you serve. (200 word limit)
• Activities and Timeline: Describe the request’s activities providing detailed information about how it
will address the stated need, who the collaborators are (if any), and the intended impact. Include a
timeline of these activities and specific goals and expected outcomes/success indicators. (600 word
limit)
• Evaluation: Describe how you will measure the impact of this work and monitor success for the project.
(300 word limit)
• Sustainability: Describe the overall sustainability plan for your organization and/or your
project/program in terms of staffing and finances. How would the proposed activities and/or your
organization be affected if you do not receive the requested funding? (300 word limit) (Not required for
small grant applications. If applying for small grant, please insert “small grant” in response area.)
• Total Project Budget Year 1
• Amount Requested from Holt Year 1
• Total Project Budget Year 2 (not applicable for small grant)
• Amount Requested from Holt Year 2 (not applicable for small grant)
• Total Project Budget Year 3 (not applicable for small grant)
• Amount Requested from Holt Year 3 (not applicable for small grant)
Attachments
• Proposal Attachments (Document Upload): The documents and forms listed below must be combined
and converted into ONE PDF file for upload. The document should be named “Org Acronym.
Abbreviated Program Title.2020.” Include items in the following order:
o Budget Forms – Forms must be completed for the project budget unless the application is for
general operations, in which case only the organizational budget is required. Note: requests
greater than 25% of an organization’s operating budget will typically not be considered.
o Do not include any unrequested attachments.
• Organizational Attachments (Document Upload): The documents and forms listed below must be
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combined and converted into ONE PDF file for upload. The document should be named “Org
Acronym.2020.” Include items in the following order:
o Current Board of Directors List with names, towns of residence, and affiliation(s) with other
nonprofit boards
o Most recent annual audit. If your organization is not required to have an independent audit,
provide a copy of your most recent 990
o Board-approved organizational budget for the current fiscal year
TIMELINE
January 2020 – February 2020 Staff available to respond to requests from local providers
for information about the Holt Fund and its application
process, via phone and email
March 2, 2020 Deadline for completed applications (2:00 pm)
March 2020 Distribution Review Committee’s initial review of
applications
April 2020 Committee will send questions to applicants based on
initial review of applications
May 2020 Committee’s final review of applications
Late May 2020 Committee’s recommendations forwarded to U.S. Trust,
Philanthropic Solutions, Bank of America – Holt Fund
Trustee
By June 15, 2020 Notification of funding decisions for all applications
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ONLINE APPLICATION TIPS Please read guidelines above before beginning online application NEW USERS
• If your organization has never submitted an online application, please use the following instructions.
• Use this link: https://www.GrantRequest.com/SID_2364?SA=SNA&FID=35204
• Select “Create an Account”
• Follow the link to create an account for your organization
• Your new account has been created
• You will now be brought to the application page
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• To start and stop application, select “Save & Finish Later” at the bottom of each section
• To submit an application, you must select “Submit”
HRIA. Holt Program.2019.pdf 2/28/20
H o l t F u n d 2 0 2 0 - 2 1 G u i d e l i n e s | 8
RETURNING USERS
• If you or someone in your organization has submitted an online application in the past, please use the
following instructions
• Use this link to begin an application: https://www.GrantRequest.com/SID_2364?SA=SNA&FID=35204
• If you have forgotten your password: follow the “Forgot Password?” link
• If you have forgotten the email address you used to sign up, contact Emily Lawson, [email protected] for
assistance
• To access your account page use this link to access a SAVED application:
https://www.grantrequest.com/SID_2364?SA=AM
• You will now be brought to the application page
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• To start and stop application, select “Save & Finish Later” at the bottom of each section
• To submit an application, you must select “Submit”
HRIA. Holt Program.2019.pdf 2/28/20